Customer Engagement & Dynamics CRM Forum

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here? 

Cases:


Accounts:


#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

Any queries let me know.

------------------------------
Mark Aston
Engineer
Ordnance Survey
Southampton, UK
------------------------------

Original Message:
Sent: Jul 06, 2020 04:19 PM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

Cases:

Accounts:

#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

As Mark said, you can copy and paste the URL for that view into an email.

I did check our system though and verified we do have the "Email a link" button, with a fly-out option "Of current view".  Has anyone made changes to your system using a tool such as RIbbon Workbench?  Also be sure to check the rest of the menu under the three dots (ellipses) at the end of the commands section.  Maybe it got pushed down the list.



------------------------------
Ben Edgren
Solutions Architect - Business Intelligence
Hufcor, Inc
Janesville WI
------------------------------

Original Message:
Sent: Jul 07, 2020 03:29 AM
From: Mark Aston
Subject: Email a Link button missing in Customer Service Hub

Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

Any queries let me know.

------------------------------
Mark Aston
Engineer
Ordnance Survey
Southampton, UK

Original Message:
Sent: Jul 06, 2020 04:19 PM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

Cases:

Accounts:

#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

Hi, @Ben Edgren! I did check the ellipses and no dice. There have been no changes to the ribbon using the Ribbon Workbench (or any other tool). It's very strange! Thank you for the suggestions, though. I appreciate the help!​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

Original Message:
Sent: Jul 07, 2020 09:33 AM
From: Ben Edgren
Subject: Email a Link button missing in Customer Service Hub

As Mark said, you can copy and paste the URL for that view into an email.

I did check our system though and verified we do have the "Email a link" button, with a fly-out option "Of current view".  Has anyone made changes to your system using a tool such as RIbbon Workbench?  Also be sure to check the rest of the menu under the three dots (ellipses) at the end of the commands section.  Maybe it got pushed down the list.

------------------------------
Ben Edgren
Solutions Architect - Business Intelligence
Hufcor, Inc
Janesville WI

Original Message:
Sent: Jul 07, 2020 03:29 AM
From: Mark Aston
Subject: Email a Link button missing in Customer Service Hub

Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

Any queries let me know.

------------------------------
Mark Aston
Engineer
Ordnance Survey
Southampton, UK

Original Message:
Sent: Jul 06, 2020 04:19 PM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

Cases:

Accounts:

#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

Oh, fancy! I do see that now. Thanks, @Mark Aston!​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

Original Message:
Sent: Jul 07, 2020 03:29 AM
From: Mark Aston
Subject: Email a Link button missing in Customer Service Hub

Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

Any queries let me know.

------------------------------
Mark Aston
Engineer
Ordnance Survey
Southampton, UK

Original Message:
Sent: Jul 06, 2020 04:19 PM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

Cases:

Accounts:

#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

@Rosemarie Cordell that Email a Link button is too convenient to let go of!
There's a good troubleshooting ribbon button guide here: Ribbon Troubleshooting Guide ​that uses in-app tool called the Command Checker to inspect the ribbon component definitions to help determine the issue.
Also, I would go into Ribbon Workbench and look to confirm the button is there, and move it up to one of the first 10 buttons.
I hope this helps!

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Original Message:
Sent: Jul 07, 2020 10:55 AM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

Oh, fancy! I do see that now. Thanks, @Mark Aston!​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR

Original Message:
Sent: Jul 07, 2020 03:29 AM
From: Mark Aston
Subject: Email a Link button missing in Customer Service Hub

Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

Any queries let me know.

------------------------------
Mark Aston
Engineer
Ordnance Survey
Southampton, UK

Original Message:
Sent: Jul 06, 2020 04:19 PM
From: Rosemarie Cordell
Subject: Email a Link button missing in Customer Service Hub

I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

Cases:

Accounts:

#Admin
#CustomerEngagement
#CustomerService​​​​​​

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------